Assets by plan
Share of aggregate retirement assets
Filings through .
Top hat
Kearney-National Inc.
EIN 36-2392007investment bankingLatest filing 2025
Plans
2
Retirement
2
$42.9M assets
Health & Benefits
0
Participants
933
2515 SOUTH ROAD, 5TH FLOOR - POUGHKEEPSIE, NY 12601212-885-1679LinkedIn1-10 employeesinvestment banking
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $42.9M assets / 933 participants
Recordkeeper share
DC plan assets by Schedule C recordkeeper
- MILLIMAN, INC.$31.0M
- (Not disclosed)$11.8M
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#010
KNI GROUP 401(K) AND PROFIT SHARING PLAN
401(k)
Assets$31.0M
Participants642
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#005
PENSION PLAN FOR HOURLY EMPLOYEES EMPLOYED BY THE HAPCO DIVISION OF KEARNEY-NATIONAL, INC.
Traditional DB
Assets$11.8M
Participants291
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #010 | KNI GROUP 401(K) AND PROFIT SHARING PLAN | 401(k) | $31.0M | 642 | 2025 |
| #005 | PENSION PLAN FOR HOURLY EMPLOYEES EMPLOYED BY THE HAPCO DIVISION OF KEARNEY-NATIONAL, INC. | Traditional DB | $11.8M | 291 | 2025 |
- #010 · 401(k) · 2025642
- #005 · Traditional DB · 2025291
Retirement plans